PCS
Personal CFO Solutions’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Sell |
19,354
-652
| -3% | -$143K | 0.78% | 19 |
|
|
2025
Q1 | $2.8M | Buy |
20,006
+2,656
| +15% | +$371K | 0.57% | 29 |
|
|
2024
Q4 | $2.89M | Buy |
17,350
+3,670
| +27% | +$612K | 0.57% | 28 |
|
|
2024
Q3 | $2.33M | Buy |
13,680
+7,990
| +140% | +$1.36M | 0.33% | 60 |
|
|
2024
Q2 | $803K | Sell |
5,690
-3,823
| -40% | -$540K | 0.12% | 162 |
|
|
2024
Q1 | $1.19M | Buy |
9,513
+174
| +2% | +$21.9K | 0.19% | 105 |
|
|
2023
Q4 | $985K | Buy |
9,339
+4,978
| +114% | +$525K | 0.17% | 118 |
|
|
2023
Q3 | $462K | Buy |
4,361
+511
| +13% | +$54.1K | 0.09% | 214 |
|
|
2023
Q2 | $458K | Sell |
3,850
-35
| -0.9% | -$4.17K | 0.09% | 221 |
|
|
2023
Q1 | $361K | Buy |
3,885
+145
| +4% | +$13.5K | 0.07% | 264 |
|
|
2022
Q4 | $306K | Sell |
3,740
-4,587
| -55% | -$375K | 0.06% | 290 |
|
|
2022
Q3 | $509K | Buy |
8,327
+175
| +2% | +$10.7K | 0.13% | 152 |
|
|
2022
Q2 | $570K | Buy |
8,152
+215
| +3% | +$15K | 0.13% | 133 |
|
|
2022
Q1 | $657K | Sell |
7,937
-778
| -9% | -$64.4K | 0.13% | 151 |
|
|
2021
Q4 | $760K | Buy |
8,715
+2,260
| +35% | +$197K | 0.14% | 139 |
|
|
2021
Q3 | $562K | Buy |
6,455
+1,652
| +34% | +$144K | 0.12% | 172 |
|
|
2021
Q2 | $374K | Buy |
4,803
+514
| +12% | +$40K | 0.08% | 233 |
|
|
2021
Q1 | $301K | Buy |
4,289
+250
| +6% | +$17.5K | 0.07% | 256 |
|
|
2020
Q4 | $261K | Sell |
4,039
-1,907
| -32% | -$123K | 0.06% | 276 |
|
|
2020
Q3 | $0 | Sell |
5,946
-374
| -6% | – | ﹤0.01% | 276 |
|
|
2020
Q2 | $349K | Buy |
+6,320
| New | +$349K | 0.1% | 181 |
|
|
2019
Q4 | – | Sell |
-14,639
| Closed | -$809K | – | 374 |
|
|
2019
Q3 | $809K | Buy |
+14,639
| New | +$809K | 0.32% | 75 |
|